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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,319 | $102,382-84.1% | $147,005-88.9% | $80,874-79.8% |
| Participation rate | 65.8% | 75.8%-10.1pp | 82.2%-16.4pp | 67.6%-1.9pp |
| Annual return | 19.98% | 134.89%-114.9pp | 418.76%-398.8pp | 35.62%-15.6pp |
| Employer contribution / active EE | $1,549 | $3,715-58.3% | $4,934-68.6% | $2,756-43.8% |
| Participant deferral / active EE | $4,865 | $6,646-26.8% | $8,070-39.7% | $4,297+13.2% |
| Admin fee / account holder | $1,034 | $7,942-87.0% | $13,006-92.0% | $6,935-85.1% |